2,607 Johnson & Johnson $JNJ Shares Purchased by Atwood & Palmer Inc.

Atwood & Palmer Inc. raised its stake in shares of Johnson & Johnson (NYSE:JNJ) by 10.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,278 shares of the company’s stock after buying an additional 2,607 shares during the period. Atwood & Palmer Inc.’s holdings in Johnson & Johnson were worth $7,222,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Silver Coast Investments LLC increased its holdings in shares of Johnson & Johnson by 3.8% during the 2nd quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after acquiring an additional 39 shares during the last quarter. Townsend Asset Management Corp NC ADV lifted its holdings in Johnson & Johnson by 0.6% in the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after purchasing an additional 39 shares during the last quarter. Triumph Capital Management boosted its position in Johnson & Johnson by 1.6% during the second quarter. Triumph Capital Management now owns 2,531 shares of the company’s stock worth $643,000 after purchasing an additional 39 shares during the period. Kwmg LLC boosted its position in Johnson & Johnson by 1.7% during the third quarter. Kwmg LLC now owns 2,383 shares of the company’s stock worth $631,000 after purchasing an additional 39 shares during the period. Finally, Denali Advisors LLC grew its holdings in Johnson & Johnson by 1.2% during the second quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock valued at $839,000 after purchasing an additional 40 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

JNJ stock traded down $1.60 on Thursday, reaching $256.85. 6,146,800 shares of the company were exchanged, compared to its average volume of 7,971,840. Johnson & Johnson has a 12 month low of $184.66 and a 12 month high of $281.07. The stock’s fifty day moving average price is $265.71 and its 200 day moving average price is $248.78. The firm has a market capitalization of $618.99 billion, a PE ratio of 29.76, a PEG ratio of 2.50 and a beta of 0.21. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the previous year, the firm posted $2.77 EPS. The business’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, research analysts anticipate that Johnson & Johnson will post 11.54 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were issued a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio is 62.11%.

Key Johnson & Johnson News

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: Strong earnings setup: Analysts are focused on JNJ’s September-quarter revenue, earnings, pharmaceutical growth and operating performance. The company has a history of exceeding estimates, while its latest quarter showed 6.6% year-over-year revenue growth and adjusted EPS above consensus. JNJ’s full-year 2026 EPS outlook is $11.60-$11.75. Johnson & Johnson Q3 earnings preview
• Positive Sentiment: Pipeline could support faster growth: Positive longer-term data for ICOTYDE in psoriasis and encouraging Phase 3 multiple-myeloma results for the Tecvayli-Talvey combination strengthen the case that JNJ can generate growth beyond its traditional defensive profile. Johnson & Johnson long-term growth outlook
• Positive Sentiment: Analyst and dividend support: Guggenheim reaffirmed a Buy rating with a $287 price target, while other coverage continues to highlight JNJ’s 64-year record of dividend increases. The company is viewed as offering more dependable cash generation than higher-yielding but financially weaker peers. Johnson & Johnson dividend outlook
• Neutral Sentiment: Valuation reflects quality: Commentary comparing JNJ with Pfizer argues that JNJ commands a higher earnings multiple because its earnings outlook is more stable and potentially stronger. That premium may support the shares, but it also leaves less room for disappointment if quarterly results or guidance fall short. Johnson & Johnson valuation comparison
• Negative Sentiment: Key risks remain: Investors continue to monitor biosimilar competition, slower MedTech growth and ongoing talc litigation. These issues could pressure future pharmaceutical sales, margins or investor confidence despite the company’s dividend record. Johnson & Johnson risks and dividend analysis

Insider Transactions at Johnson & Johnson

In other news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the sale, the executive vice president owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 87,569 shares of company stock worth $23,064,544 over the last 90 days. Insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

JNJ has been the subject of a number of analyst reports. The Goldman Sachs Group restated a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. TD Cowen raised their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Wells Fargo & Company lifted their target price on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a report on Monday, August 3rd. Bank of America restated a “neutral” rating and set a $278.00 price target on shares of Johnson & Johnson in a report on Tuesday, September 29th. Finally, Citigroup raised their price target on Johnson & Johnson from $298.00 to $303.00 and gave the company a “buy” rating in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average price target of $276.22.

Johnson & Johnson Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.

The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.